Profit Sharing · DOL Form 5500 · 2024
Semper Wellness Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $411K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $205,378
- Avg per participant Above avg balance/head
Official DOL plan name: Semper Wellness Ventures Inc. Retirement Plan · Sponsored by Semper Wellness Ventures Inc. · Virginia · Other Services
$411K in assets, 2 participants
Semper Wellness Ventures Inc.'s Semper Wellness Ventures Inc. Retirement Plan reported $411K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,664 in Other Services (7,719 peers)
Semper Wellness Ventures Inc. multi-year trail
Semper Wellness Ventures Inc.'s plans moved +228.2% in assets from 2023 to 2024; this filing shows Semper Wellness Ventures Inc. Retirement Plan at $411K / 2 participants.
- #2,664
- in Other Services (7,719 peers)
- +228.2%
- assets growth YoY
Semper Wellness Ventures Inc. Retirement Plan among the smaller filed plans by assets
Semper Wellness Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$410,756 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Semper Wellness Ventures Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Semper Wellness Ventures Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Semper Wellness Ventures Inc. Retirement Plan end-of-year assets rose from $125K in the plan year 2023 filing to $411K in the plan year 2024 filing.
- Semper Wellness Ventures Inc. Retirement Plan reported net income rose from $125K in the plan year 2023 filing to $286K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 922257151 · Semper Wellness Ventures Inc. PY 2024 · Profit Sharing
Semper Wellness Ventures Inc. Retirement Plan · $411K · 2 · 16th
- RANK $411K
- PHOTO 2
- IND 16th
- EOY Profit Sharing
- 5500 near Juan C. Maldonado Melendez Retirement Plan
- ASSETS ind #2664
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Virginia →
Semper Wellness Ventures Inc. Retirement Plan in the asset neighbourhood
Semper Wellness Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Semper Wellness Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $411K 228.1821014533281% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $125K |
| 2024 | 1 | 2 | $411K |
Semper Wellness Ventures Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $125K |
|---|---|
| Net Assets (End of Year) | $411K |
| Net Income | $286K |
| Employer EIN | 922257151 |
| Plan Effective Date | 2023-02-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Semper Wellness Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Juan C. Maldonado Melendez Retirement Plan in PR ($411K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.